Settings and activity
5 results found
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423 votes
Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
Larina Chester
supported this idea
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An error occurred while saving the comment -
10 votesLarina Chester
supported this idea
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An error occurred while saving the comment Larina Chester
commented
‘Attach files’ - Previously we could drag and drop directly into the invoice screen, now we have to select a dropdown menu before dragging and dropping. Yet another unnecessary click.
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362 votes
Hey everyone👋 Thanks so much for sharing all your feedback and keeping the conversation going here. We've been following along and considering changes around the process for adding payments in new invoicing.
As we mentioned in our last update, while we won’t be bringing classic invoicing back, we're taking a close look at what made it work so well for you. The ability to quickly enter payment information without leaving the invoice is a key part of that.
To address this, our product team is now working to reintroduce this functionality to the invoice page.
We can’t share a timeline just yet, but we want you to know that your comments have been a vital part of this process. We’ll be sure to post an update here as soon as we have more to share.🙂
An error occurred while saving the comment Larina Chester
commented
Add Payment - Another click added to view this, when it was already in processing sequence and without extra clicks? Also, when selecting ‘Add payment’ and selecting a bank account with a different currency to the invoice, I get the error message ‘Custom rate for this date couldn’t load. Please try again.’ The xe.com rate display was extremely helpful, if not the correct rate it was at least a guide ensuring the conversion was the correct way around or as a comparison to highlight a possible error eg. USD 1.00 = EUR 0.927591 vs EUR 1.00 = USD 1.07806.
Additional Suggestion … add an option with the payment data entry to go directly to ‘Bills to pay’ for ease of Batch payment once all bills processed.
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5 votes
Hey everyone 👋,
Thanks for your feedback and for sharing your thoughts on this idea ✨. We'd like to clear up some confusion. If you navigate through the main menu, the Invoices or Bills pages always default to the All tab, but clicking Invoices owed to you or Bills you need to pay from the dashboard takes you directly to the Awaiting Payment tab. As noted by others in this thread, one option for now is to bookmark the Awaiting Payment tab directly from your browser. Our product teams are continuously reviewing all the feedback on the Xero Product Ideas portal. While we can't make any promises about if or when this idea will be developed, your votes and comments are essential for helping us understand what's most important to you. We'll be sure to post another update if there are any changes to the status of this idea. In…
An error occurred while saving the comment Larina Chester
commented
Business dropdown menu
1. ‘Bills to pay’ link goes to ‘Purchases overview > All’, showing all Paid and Unpaid.
This should go to Purchases overview > Awaiting payment’? The way it is now doesn’t seem logical, when we’ve clearly selected ‘Bills to pay’ not ‘Purchases overview’ or ‘See all’2. Menu option to Invoices ‘Awaiting Payment’ going directly to all outstanding invoices?
Larina Chester
supported this idea
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624 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Larina Chester
supported this idea
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Approve - If we don’t want to email the invoice at the time of approval, I now have an extra click to select the Approve only button (add another button?)